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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,318 | $58,493+40.7% | $84,021-2.0% | $72,975+12.8% |
| Participation rate | 39.4% | 61.2%-21.8pp | 69.0%-29.6pp | 69.5%-30.1pp |
| Annual return | 17.70% | 28.93%-11.2pp | 71.32%-53.6pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,695 | $2,394-29.2% | $3,239-47.7% | $3,608-53.0% |
| Admin fee / account holder | $3,373 | $4,569-26.2% | $6,102-44.7% | $5,124-34.2% |